GoldMine assistance during down time

If your business has seen a slow down due to the Coronavirus, now is a great time to focus your time on cleaning-up and improving your GoldMine CRM System. The following are just some of the things you can be doing to prepare for when business starts to pick-up again:

  • Improve Screen Designs/Field Layouts
  • Create New Fields For Tracking/Storing Data
  • Create Automated Processes/Workflows
  • Improve Users’ E-mail Signatures/Branding
  • Design/Improve Email Templates/Email Marketing Campaigns
  • Improve Web Site Design and Integrate Web Forms with GoldMine
  • Learn New GoldMine Features
  • Integrate GoldMine with other Applications
  • Clean-up/Remove Old GoldMine Users
  • Clean-up Pending Activities/Complete Old Appointments
  • Remove Old Email Attachments (gif, jpeg, png, bmp)
  • Plus so much more

If you have questions about any of the above mentioned items or any other GoldMine related questions, please let me know how I can be of help/service to you. I hope you are doing well and know that I am here for you if you have any questions at all.

Jay Dymond
First Direct Corp.
(845) 221-3800 x116
www.1stdirect.com